CIK 1803519
Aprio Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
541
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 124K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 138K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| IGF | ISHARES TR | 111K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 149K | $1M+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 296K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 167K | $1M+ | SH |
| IEFA | ISHARES TR | 71K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 71K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| CSCO | CISCO SYS INC | 78K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 186K | $1M+ | SH |
| IJH | ISHARES TR | 84K | $1M+ | SH |
| IWF | ISHARES TR | 12K | $1M+ | SH |
| TSLA | TESLA INC | 12K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 140K | $1M+ | SH |
| IWD | ISHARES TR | 26K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 17K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 87K | $1M+ | SH |
| MINT | PIMCO ETF TR | 53K | $1M+ | SH |
| HDEF | DBX ETF TR | 172K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 7 | $1M+ | SH |
| WMT | WALMART INC | 33K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 5K | $1M+ | SH |
| SUSA | ISHARES TR | 33K | $1M+ | SH |
| V | VISA INC | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 15K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 37K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 41K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 129K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 10K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 66K | $1M+ | SH |
| MRK | MERCK & CO INC | 35K | $1M+ | SH |
| SOXX | ISHARES TR | 11K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 1K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 148K | $1M+ | SH |
| KO | COCA COLA CO | 39K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 57K | $1M+ | SH |
| PFF | ISHARES TR | 99K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 86K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 12K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 56K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 52K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 61K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 53K | $1M+ | SH |